The Nasdaq led US stock futures higher on Wednesday as AI trade fervor spread ahead of the Federal Reserve’s latest policy decision and earnings from megacap techs. Contracts on the tech-heavy Nasdaq 100 (NQ=F) climbed about 0.9%, while those on the Dow Jones Industrial Average (YM=F) hovered below the flat line. S&P 500 futures (ES=F) moved up 0.3% on the heels of an all-time closing high. Techs are set to buoy markets again as a surprise record surge in orders for ASML's (ASML) chipmaking machines sto ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSMC) just announced capital expenditure of US$52 billion to US$56 billion for 2026, an increase of between 27% and 37% compared to 2025.That’s great news for ASML Holding (NASDAQ: ASML), the Dutch company that sells the lithography machines TSMC needs for advanced chip production.But here’s the thing: the investment doesn’t stop there. Every dollar TSMC spends on fab equipment eventually flows through to cloud providers like Microsoft (NASDAQ: MSFT) and app ...

Core Viewpoint - ASML Holding N.V. is positioned as a strong investment opportunity in the AI sector, with expectations of a robust Q4 performance driven by revenue and booking strength [1][2]. Group 1: Earnings Expectations - ASML is expected to report earnings on January 28th, with predictions indicating a likely beat of consensus expectations due to strong order strength [2]. - Revenue is anticipated to be EUR 9.7 billion, surpassing consensus estimates of EUR 9.5 billion [3]. Group 2: Booking Insights - The focus is on Q4 booking numbers, which are crucial as it represents the last booking report from ASML [3]. - There is an expectation of significant bookings, with buy-side expectations rising to at least EUR 8 billion, indicating potential upside [4]. Group 3: Market Dynamics - Chinese customers are believed to have placed substantial orders to support their leading-edge expansion efforts, contributing to ASML's strong performance [4]. - Advanced logic manufacturers like TSMC and DRAM producers have raised their 2026 expectations, further supporting a robust quarter for ASML [3].

We recently published 13 Stocks Jim Cramer Commented On.  ASML Holding N.V. (NASDAQ:ASML) is one of the stocks Jim Cramer commanded on. ASML Holding N.V. (NASDAQ:ASML) is one of the most important technology companies in the world. It is a semiconductor manufacturing equipment provider and the only company capable of manufacturing high-end EUV chip machines that produce the latest AI chips. ASML Holding N.V. (NASDAQ:ASML)’s shares are up by 103% over the past year and by 20% year-to-date. Bernstein reiter ...

ASML stock has more than doubled in the past year. Investors will be watching orders and High-NA adoption when it reports earnings. ...

格隆汇1月27日｜阿斯麦再涨3%，股价创历史新高，总市值超过5600亿美元，更加巩固了其欧洲公司市 值第一地位。 ...

每经AI快讯，1月27日，阿斯麦(ASML)再涨3%，股价创历史新高，总市值超过5600亿美元，更加巩固 了其欧洲公司市值第一地位。 ...

Core Insights - ASML Holding is strategically increasing its gross margin, achieving 50.5% in 2023 and projecting 51.3% in 2024, with expectations of 54% to 56% in 2025 and 56% to 60% by 2030 [1][11] Group 1: Gross Margin Strategy - The company plans to enhance its gross margin by shifting its product mix towards advanced logic and DRAM, which require more advanced lithography systems [2] - ASML's productivity roadmap for low-NA systems and the launch of High-NA will help reduce technology costs and enable more multi-patterning layers to be converted into a single EUV exposure, particularly for advanced DRAM nodes [3] Group 2: Market Position and Competition - ASML is experiencing a shift in advanced chip manufacturing, moving from complex multi-patterning with DUV to single-exposure EUV, which simplifies production and improves yield [4] - The company holds a near-monopoly in EUV technology, essential for producing the world's most advanced chips at 3nm and below, providing it with significant pricing power and strategic importance [5] Group 3: Competitors - In the broader wafer fabrication equipment space, ASML competes with Lam Research and Applied Materials, both of which are gaining traction in the memory segment and advanced semiconductor manufacturing technologies [6][7][8] Group 4: Financial Performance - ASML shares have increased by 93.6% over the past six months, significantly outperforming the Computer and Technology sector's growth of 14.4% [9] - The company trades at a forward price-to-sales ratio of 13.34X, higher than the sector average of 7.32X [12] - The Zacks Consensus Estimate for ASML's fiscal 2025 and 2026 earnings indicates year-over-year growth of 40.7% and 7.7%, respectively, with recent upward revisions in estimates [14]

Core Insights - ASML dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography technology, which is essential for producing the world's most advanced chips [1] Company Overview - ASML is a key player in the semiconductor industry, particularly known for its EUV lithography technology [1]

Quick Read ASML (ASML) holds 100% of the EUV lithography market. ASML stock surged 145% from its 52-week low. ASML Q3 sales reached $8.78B with 51.6% gross margin. Full-year 2025 sales are projected up 15%. An analyst raised the price target to Street-high $1,642 representing 16% upside from current levels. Investors rethink ‘hands off’ investing and decide to start making real money ASML (NASDAQ:ASML) dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography tech ...